Use this information for the report and question 1 | | |
Portfolio Summary from Stocktrak | | |
Portfolio Value | 1,007,028.4 | | |
Percentage Return | 0.70% | | |
Buying Power | 1,514,963.9 | | |
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Question 1: From the buying power, what is your initial margin? | |
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Answer: | | | |
Please disregard other photo this is the question i was looking to get an awnser on | | | |
1 Name: Complete the following table, and answer all cells in green highlighted All green highlighted cells must be either cell references or formulas 3 Sector Weekly Portfolio Report Securities Shares Closing Market value Cash Plus Weight Use this information for the report and question 1 Portfolio Summary from Stocktrak Portfolio Value 1,007,028.4 Percentage Relum 0.70% Buying Power 1.514.063.9 ABC 200 $10.24 0.54 Consumer Detonary SD DES 100 $12.00 100 Question 1: From the buying power, what is your initial margin? 11 France 12 BAC 150 $11.00 1.05 Answer 211 310.00 0.85 14 FGH 15 Communication Services 10 CH Question 2: From fund prospectus of DNLCX in Mutual Fund Project folder on Blackboard, calculate of $2.000 investment at the end of 1.4 and 10 years for Class A and G given the return on the port is every year. 3900 120 18 LUK 22ELEEEEEE 18.00 13 Class A Class C 100 11033 trend back and expenser nema Woad 2.000.00 2.000.00 2 Caps 24 LUN 100 110.30 014 PFE 100 $10.00 0.76 Yeard torba Year 10 alterad 20 PORT 100 $11.40 Paste B IC Format = M + E6 X & fx B E F H 1 Name : Complete the following table, and an All green highlighted cells must be ei- 000 OWN Sector Weekly Portfolio Report Securities # of Shares Closing price Market value Cash "Plug" Weight Beta Weight Beta ABC 200 $10.24 0.54 DEF 100 $12.00 1.00 BAC 150 $11.00 1.05 FGH 211 $10.00 0.85 GHI 123 $9.00 1.26 IJK 1041 $8.00 1.3 7 Materials 8 9. Consumer Disretionary 10 11 Finance 12 13 Real Estate 14 15 Communication Services 16 17 Energy 18 19 Industries 20 21 Info Technology 22 23 Consumer Staples 24 25 Healthcare 26 27 Utilities 28 29 Total stock value 30 Total portfolio value 31 JKL 100 $10.33 0.85 MSFT 100 $10.69 0.98 LMN 100 $10.90 0.84 PFE 100 $10.00 0.76 POR 100 $11.40 0.45 32 33 34 35 36 37 Complete the following table, and answer all cells in green highlighted All green highlighted cells must be elther cell references or formulas ort rket value Weight Beta Weight Beta Use this information for the report and question 1 Portfolio Summary from Stocktrak Portfolio Value 1,007,028.4 Percentage Return 0.70% Buying Power 1,514,963.9 0.54 1.00 Question 1: From the buying power, what is your initial margin? 1.05 Answer: 0.85 Question 2: From fund prospectus of DNLCX in Mutual Fund Project folder on Blackboard, calculate value of $2,000 investment at the end of 1,4 and 10 years for Class A and C given the return on the portfolio is 8% every year. 1.26 1.a Class A Class C 0.85 0.00 2.000.00 2.000.00 0.84 front load back-end load expense ratio Initial Investment net after load Year 1 net after load Year 4 net for load Year 10 net afor load 0.76 0.45